How Far Can the Rally Run? 2/9/26

Scott Wapner and the Investment Committee debate how far the rally can run and how you should position your portfolio. Plus, the Committee is making some major portfolio moves, they reveal their strategies.  And later, CNBC's Contessa Brewer joins us to discuss sports betting hitting record highs after last night's Super Bowl.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday.  Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech & software selloff, the markets and more. Plus, Nvidia CEO Jensen Huang gives us his view of the AI trade, competition with China, and where he sees tech going from here. And later, Treasury Secretary Scott Bessent joins us to discuss the Kevin Warsh nomination to Fed Chair, Trump accounts, the dollar and the markets.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bowl Champion Joe Montana and Super Bowl 17 winner Joe Theismann. They discuss football, business and investing. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the sell-off in tech and how you should navigate the volatility in the Mega-Cap names. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights three names in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance.  And later, we get to the Setup on some key Committee names reporting in the next 24 hours. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate what the Kevin Warsh pick means for the market and your money. Plus, we hit the latest Calls of the Day. And later, the desk give you their Setup on next week's key earnings reports. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Nucor in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the S&P hitting $7,000 for the first time ever. What does it mean for the market and your money.  Plus, the desk discusses their top energy plays for 2026. And later, we hit some Committee names reporting earnings tomorrow morning.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how important the next few days are for the rally as Mega Cap Earnings, the Fed Decision and a potential government shutdown hang over stocks. Plus,  the desk reacts to a letter from Activist Investor Dan Loeb and his firm Third Point calling for a new board for Costar Group, citing "weak oversight." And later, we hit the Setup on some Committee names reporting earnings tomorrow. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.